Advisor Experience
Workstation Tools for Account Administration, Rebalancing, and Client Reviews
Equip wealth advisors and relationship managers with tools for portfolio reviews, model rebalancing, account administration, and client reporting.
Advisor Portfolio Administration
The advisor workstation within GlobalWealthES™ consolidates account administration, portfolio rebalancing, and client statement generation into one interface.
Linked directly to central accounting books, advisors view client positions, cash balances, transaction ledgers, and restriction status.
Core Operational Capabilities
Portfolio Administration & Rebalancing
Advisor tools for monitoring asset allocation targets, executing model portfolio rebalancing, and reviewing account restrictions.
Client Account Review & Inquiry
View of client balances, cash positions, asset holdings, and historical transaction ledgers.
Performance & Valuation Reporting
Generates review-ready client valuation statements, performance reports, and account presentation packets.
Request a Demonstration of Advisor Experience
Contact our product team to see how GlobalWealthES™ equips advisors with portfolio management tools.